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CAPITAL DESIGN PRIVATE WEALTH LLC

Tel: 603-610-8290
36 Maplewood Avenue
Portsmouth, New Hampshire  03801

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CAPITAL DESIGN PRIVATE WEALTH LLC

CAPITAL DESIGN PRIVATE WEALTH LLC is a Portsmouth, New Hampshire based financial advisory firm with nearly $86,380,386 in assets under management and provides investment advisory services for 456 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

300472

SEC#:

801-127160

No. of Clients:

456

Assets under Management

$86,380,386

No. of Advisors:

2

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